Nancy has a diverse background in the financial services industry. She learned her craft working for several fortune 100 companies and currently runs her own practice with Upstream Investment Partners. She has a heart for and discernment of the issues that can make or break your family finances and/or your small business that comes from personal experience.
Nancy’s presentation will help you to:
• Balance your present and future needs with your loved one’s present and future needs
• Create and implement personal care, financial, and legal plans
• Communicate such plans to all relevant persons
• Review and revise plans as circumstances change
• Assure family members that loved one’s needs have been adequately addressed
If you have a loved one who has special needs, you won’t miss this presentation. Please share this with someone who has a special needs family member. They will thank you!